client: A Leading Indian Financial Services Provider
VERTICAL: Financial
PRACTICE: Robotics
RTA Data Capture Automation

The project required automating the process of capturing data files from RTA(Registry and Transfer Agent) which is usually provided to each investor and automatically load the data into DB for reconciliation.

Maantic's role:

  • Manual Process: Extracted files from individual emails for every investor and save to server
  • Built a bot using SMTP client to scrape files from email and using the Auth algorithm to leverage the configured user credentials
  • Pushed data to DB for further processing
  • Reconciliation process: Built a bot using J2EE and Selenium to scrape all 4 RTA web portals
  • Provided configuration options for URLs, Credentials, Date Range Filters, etc.
  • Achieved automated reconciliation of data for each client in one day, saving 17 man days of work